-
Learn the Basics
-
- Spaces
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- Space Settings
- Duplicating Spaces
- Renaming Spaces
- Adding Cards to My Space
- Removing Cards from My Space
- Removing Users from Spaces
- Closing and Restoring Spaces
- Deleting Spaces
- Moving Spaces between Different KanBo Environments
-
- Creating Cards
- Changing Card Statuses
- Following Cards
- Scheduling Cards
- Copy & Paste
- Quick Actions
- Duplicating Cards
- Changing the Default Card Status
- Creating Card Statuses
- Changing the Order of Card Statuses
- Deleting Card Statuses
- Moving Cards between Spaces
- Renaming Cards
- Archiving Cards
- Unarchiving Cards
- Deleting Cards
- Creating Card Blockers
- Managing Card Blockers
-
Visualize Work
-
- Space Views
- Creating Space Views
- Personal and Shared Space Views
- Card Grouping
- Filtering Cards
- Display Settings
- Work Progress Calculation
- Grouping Description
- Card Grouping Settings
- Changing the Order of Groupings
- Changing the Order of Space Views
- Deleting Space Views
- Following Card Statuses and Custom Fields
-
-
Collaborate
-
Level Up Your Work
-
Work Securely
-
Integrations
-
- Advanced KanBo Actions in Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Exporting Space Views to Excel
- KanBo and Azure Logic Apps Integration
- Power Automate Integration: Triggers and Actions
- Seamless Import from Microsoft Planner to KanBo
- Synchronizing KanBo with Outlook Calendar
- Using KanBo Outlook App
-
Downloading and Uploading Space Templates
You need the Templates role to be able to perform these steps.
Downloading a space template
You can save a space template as a .kbt (KanBo space template) file. You can use this file to upload the space template to any other KanBo environment.
To download the space template:
- Open the KanBo navigation panel.
- Click
Spaces.
- Select Space templates.
- Click on more (the three-dot menu) on the selected space tile.
- Select
Download template from the drop-down menu.
You can make this action directly from the space too.
- Enter the space.
- Click on More (the three-dot menu button) on the top bar next to the space’s name.
- Select
Download template from the drop-down menu.
You can also download a normal space as a space template. Use this option if you want to move the space to another KanBo environment.
Uploading a space template
To upload the space template:
- Open the KanBo navigation panel.
- Click
Spaces.
- Select Space templates.
- Click + Add space template.
- Choose Add space template from the file.
- Select .kbt file.
- Set the details and click Add.
Now you can create a new space using this space template. A newly created space will have the same structure as the template, using the following rules:
- features that are copied:
- grouping positions, names, roles, and colors
- documents (optional)
- archived cards
- labels
- card statuses
- card relations (card relations between spaces are not copied)
- features that will not be copied:
Was this article helpful?
Please, contact us if you have any additional questions.